When you are ready, you can quickly add new users to your Planning Pod Account and grant them user access. Doing so allows the new user to log into the system and take care of the necessary items- whether it's reviewing the leads that were captured that day to signing a Proposal for their event. The process to creating a new user is the same across the board! Follow these steps if you are looking to add in a new staff member, a vendor, or your client.
Here's a Video walkthrough of how to add a new user to your account, or continue reading below for written instructions!
First, Add Your User as a Contact:
1. Click on "Contacts" in the main navigation bar.
2. Click on the "Add Contact" button.
3. Enter the person's name, company, title, and email address.
4. Click "Save"
*We at least require a first name, a last name, and an email address- if you do not include this information you run the risk of not being able to send out emails to your user.
Once you click "save" it will take you to the User's full "Contact Card". Feel free to add or edit information here. To edit the user's name, click on the "Update Name" and a pop up will appear where you can re-edit the users' name, company name, and title. You can also add:
- Profile picture
- Extra phone numbers, addresses, and emails
- Website address
- notes
- files
- tags
Second, Grant User Access:
On the right, you'll see a panel labeled, "User Access" and a red or green box that gives you the user status of this contact. To grant access, click on the pencil icon. A pop up panel will appear and give you these options:
- No Access
- Super Admin
- Admin
- Employee
- User
- Client (Portal Only)
Select the right user access for this contact and click "Save". As soon as you do, the system will automatically send that user an "Invite to Collaborate" email asking them to set up their username/password.
If you haven't yet, it might be a good idea to review and edit User Access and Permissions in your Account Settings. Learn more here: Setting the Permission Levels for Authorized User Groups
Need to Resend User Login Credentials?
If you need to resend the invitation to collaborate email to your user, you can easily do so by:
- Go to the Contact Tab on the Left Navigation Bar.
- Search for the contact and click into their Contact Card.
- Click the "Edit" icon next to User Access.
- A new question will pop up in this panel, "Do you need to resend or reset login credentials?".
- Choose to "Resend invitation email" or "Delete existing login and send new setup instructions."
- Click "Save" and the system will automatically send out the email to the user.
Looking to change the Account Owner?
First, you'll want to make sure the person you want to change to become the new account owner is set up as a Super Admin in your account. Then, reach out to support@planningpod.com and let us know- we can help you make that switch.